2016-08-15T06:43:47-05:00 2015-09-30 135381590 BDO USA LLP 200 PORTLAND STREET BOSTON MA 02114 990 2014-10-01 201287349 NORTHEAST PROFESSIONAL REGISTRY OF NURSES NORT 9789223000 800 CUMMINGS CENTER NO 266U BEVERLY MA 01915 HOWARD R GRANT PRESIDENT/CEO 9789223000 2016-08-08 1 JEFFREY T ROGERS P01074284 6177427788 2014 2016-12-15 16:53:06Z HOWARD R GRANT 41 MALL ROAD BURLINGTON MA 01805 12879471 0 X N/A X 2007 MA TO PROVIDE FACILITY AND HOME-BASED HEALTHCARE, INCLUDING SKILLED NURSING AND HOME HEALTH AIDES, TO THE COMMUNITY. 4 1 273 0 0 0 0 0 11746447 12886922 -5792 -7451 0 0 11740655 12879471 0 0 0 0 10542586 10874149 0 0 0 1508150 1606443 12050736 12480592 -310081 398879 4699794 6329019 2793260 4048601 1906534 2280418 TO PROVIDE FACILITY AND HOME-BASED HEALTHCARE, INCLUDING SKILLED NURSING AND HOME HEALTH AIDES TO THE RESIDENTS OF THE COMMUNITY. 0 0 11180649 12886922 HOME-BASED HEALTHCARE, INCLUDING SKILLED NURSING AND HOME HEALTH AIDE SERVICES. 11180649 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 273 1 0 0 0 0 0 0 0 0 0 0 X 4 1 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X TIMOTHY O'CONNOR 7817445100 41 MALL ROAD BURLINGTON MA 01805 X HOWARD R GRANT JD MD TRUSTEE/OFFICER/PRESIDENT & CEO 1.00 50.00 X X 0 2012525 278701 TIMOTHY O'CONNOR TRUSTEE/OFFICER EVP CFO & TREASURER 1.00 50.00 X X 0 746676 148875 DAVID G SPACKMAN TRUSTEE/OFFICER SVP GOV AFFAIRS & GEN COUNSEL 1.00 50.00 X X 0 450576 51385 ROBERT RIVES TRUSTEE/OFFICER 2.00 X X 0 0 0 BRUCE A METZ SVP CHIEF INFO OFFICER 1.00 40.00 X 0 411703 31863 ELIZABETH P CONRAD SVP CHIEF HR OFFICER 1.00 40.00 X 0 374172 55551 JENNIFER C GIZMUNT SVP COO LH SENIOR CARE 2.00 40.00 X 0 271595 29827 DEBORAH COSTELLO EXECUTIVE DIRECTOR NE HOME 1.00 40.00 X 0 175383 4923 SUZANNE OLSZAK RN WEEKEND COORDINATOR 40.00 X 169161 0 41581 CYNTHIA RING REGISTERED NURSE 40.00 X 163045 0 6203 RACHEL MANGIACOTTI NURSE MANAGER 40.00 X 121373 0 18340 KATHLEEN RUANE DIRECTOR OF QUALITY AND COMPLIANCE 40.00 X 116837 0 3536 HOLLIE L WILLIAMSON DIRECTOR OF BUSINESS OPS 40.00 X 100704 0 8526 671120 4442630 679311 5 0 1 0 ALLSCRIPTS LLC 8529 SIX FORKS ROAD RALEIGH NC 27615 MEDICAL BILLING 121123 1 NET PATIENT SERVICE REVENUE 621400 12844027 12844027 TRANSFER FROM RESTRICTED FUNDS 621400 25000 25000 OTHER PATIENT REVENUES 621400 17895 17895 12886922 -7451 -7451 12879471 12886922 0 -7451 9132390 8387683 744707 124065 113948 10117 955303 877402 77901 662391 608376 54015 190539 165241 25298 10170 -1 10171 197989 156633 41356 143984 143984 33458 -1 33459 272219 258313 13906 157705 157705 6402 6402 GENERAL SUPPLIES & EXPE 312260 99302 212958 MEDICAL SUPPLIES 180310 180310 ADMINISTRATIVE & GENERA 101407 25352 76055 12480592 11180649 1299943 0 2642180 3764792 869636 1920882 44226 12346 787569 566189 317845 221380 825907 409619 4699794 6329019 856265 1694244 1936995 2354357 2793260 4048601 X 1881534 2280418 25000 0 1906534 2280418 4699794 6329019 X 398879 -24995 X 0 1 X 1 0 X 8289439 8964784 10443208 11746447 12886922 52330800 8289439 8964784 10443208 11746447 12886922 52330800 0 0 0 52330800 8289439 8964784 10443208 11746447 12886922 52330800 1.00000 1.00000 0.00000 X 787569 566189 221380 221380 GOODWILL 136356 DUE FROM AFFILIATE 250263 SECURITY DEPOSITS 23000 409619 DUE TO AFFILIATES 2304357 ESTIMATED SETTLEMENTS WITH THIRD PARTY PAYERS 50000 2354357 X 12879471 0 12879471 0 12879471 12480592 0 12480592 0 12480592 PART X, LINE 2: THE ORGANIZATION'S FINANCIAL STATEMENTS DID NOT REPORT A LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48. X X X X X 0 1 0 0 0 0 0 1 0 HOWARD R GRANT JD MD TRUSTEE/OFFICER/PRESIDENT & CEO 0 1587025 0 385000 0 40500 0 248405 0 30296 0 2291226 0 0 TIMOTHY O'CONNOR TRUSTEE/OFFICER EVP CFO & TREASURER 0 590556 0 123120 0 33000 0 121600 0 27275 0 895551 0 0 DAVID G SPACKMAN TRUSTEE/OFFICER SVP GOV AFFAIRS & GE 0 368475 0 64020 0 18081 0 28405 0 22980 0 501961 0 0 BRUCE A METZ SVP CHIEF INFO OFFICER 0 315925 0 55278 0 40500 0 28405 0 3458 0 443566 0 0 ELIZABETH P CONRAD SVP CHIEF HR OFFICER 0 321321 0 30017 0 22834 0 28405 0 27146 0 429723 0 0 JENNIFER C GIZMUNT SVP COO LH SENIOR CARE 0 254315 0 0 0 17280 0 8400 0 21427 0 301422 0 0 DEBORAH COSTELLO EXECUTIVE DIRECTOR NE HOME 0 158633 0 10000 0 6750 0 3375 0 1548 0 180306 0 0 SUZANNE OLSZAK RN WEEKEND COORDINATOR 147058 0 1450 0 20653 0 5075 0 36506 0 210742 0 0 0 CYNTHIA RING REGISTERED NURSE 148545 0 1000 0 13500 0 4922 0 1281 0 169248 0 0 0 PART I, LINE 4B THE ORGANIZATION MAINTAINS A 457F NON-QUALIFIED DEFERRED COMPENSATION PLAN FOR CERTAIN PHYSICIANS, EXECUTIVE MANAGEMENT AND DEFINED MEDICAL STAFF. THE PLAN OFFERS PARTICIPATING EMPLOYEES AN ANNUAL DEFERRAL OF COMPENSATION IN ADDITION TO THEIR SALARIES. FOR THE CURRENT PERIOD, THE FOLLOWING INDVIDUALS PARTICIPATED IN THE 457F NON-QUALIFIED DEFERRED COMPENSATION PLAN. HOWARD R. GRANT, JD, MD $220,000 TIMOTHY O'CONNOR $121,600 PART I, LINE 7 THE NON-FIXED PAYMENT BONUSES REPORTED IN SCHEDULE J, PART II, COLUMN (B)(II) ARE DETERMINED BY AN INDEPENDENT COMPENSATION COMMITTEE, WHICH INCLUDES A GROUP OF TRUSTEES. IN A SUBJECTIVE MANNER, THE COMMITTEE TAKES INTO ACCOUNT THE ACHIEVEMENTS OF BOTH THE ORGANIZATION AND THE INDIVIDUAL TO DETERMINE THE APPROPRIATE AMOUNT OF SUCH BONUSES, WHICH INCLUDE, BUT NOT LIMITED TO, THE ORGANIZATION MEETING ITS CORPORATE GOALS, (INCLUDING NET INCOME) AND QUALITY MEASURES, (SUCH AS PATIENT SATISFACTION AND QUALITY OF CARE). FORM 990, PART VII AND SCHEDULE J, PART II THE ORGANIZATION AND ITS RELATED ORGANIZATIONS DO NOT COMPENSATE ANY TRUSTEE IN THEIR CAPACITY AS A TRUSTEE. ALL COMPENSATION PAID IS FOR WORK PERFORMED IN THE EMPLOYEE'S JOB TITLE, WHICH IS LISTED ON FORM 990, PART VII DIRECTLY FOLLOWING THE TITLE OF "TRUSTEE". FORM 990, PART IV, QUESTION 4 LAHEY HEALTH SYSTEM, INC. IS IN CONTACT WITH FEDERAL AND STATE LEGISLATORS REGARDING HEALTH CARE REFORM ISSUES THAT WOULD POTENTIALLY HAVE AN IMPACT ON THE ORGANIZATION AND ITS RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 6 EFFECTIVE MAY 1, 2012, LAHEY CLINIC FOUNDATION, INC. AND NORTHEAST HEALTH SYSTEM, INC. COMPLETED AN AFFILIATION WITH EACH OTHER AND ESTABLISHED A NEW ORGANIZATION, LAHEY HEALTH SYSTEM, INC. ("LHS"), TO SERVE AS THE PARENT OF EACH AND THE HEALTH SYSTEM. ON JULY 1, 2014, LHS AND WINCHESTER HEALTHCARE MANAGEMENT, INC ENTERED INTO AN AFFILIATION. THE SOLE CORPORATE MEMBER OF THE REPORTING ORGANIZATION IS LAHEY HEALTH SYSTEM, INC. THE REPORTING ORGANIZATION'S MEMBER HAS, WITH RESPECT TO THE REPORTING ORGANIZATION, THE RIGHT TO EXERCISE ALL POWERS CONFERRED ON MEMBERS OF NON-PROFIT CORPORATIONS UNDER MASSACHUSETTS GENERAL LAWS CHAPTER 180, INCLUDING, WITHOUT LIMITATION, POWERS WITH RESPECT TO THE FOLLOWING: (A) APPOINTMENT AND REMOVAL OF MEMBERS OF THE BOARD OF TRUSTEES; (B) AMENDMENT OF THE ARTICLES OF ORGANIZATION; (C) AMENDMENT OF THE BY-LAWS; (D) THE SALE, LEASE, EXCHANGE OR OTHER DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE CORPORATION'S ASSETS; AND (E) THE MERGER OR CONSOLIDATION OF THE CORPORATION WITH ANOTHER CORPORATION. THE ARTICLES OF INCORPORATION OF THE REPORTING ORGANIZATION WERE AMENDED JULY 1, 2014 AND THE BY-LAWS WERE AMENDED ON JULY 1, 2014 TO REFLECT THE AFOREMENTIONED CHANGES. FORM 990, PART VI, SECTION A, LINE 7A SEE RESPONSE TO PREVIOUS QUESTION #6. FORM 990, PART VI, SECTION A, LINE 7B SEE RESPONSE TO PREVIOUS QUESTION #6. FORM 990, PART VI, SECTION B, LINE 11 MANAGEMENT PREPARED THE IRS FORM 990 ALONG WITH INDEPENDENT TAX CONSULTANTS WHO SIGN THE RETURN AS A PAID PREPARER. PRIOR TO THE FILING DATE, A DRAFT OF THE IRS FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA A SECURED WEBSITE. IN ADDITION, THE FINAL FORM 990 WAS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES VIA THE SAME SECURED WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, TRUSTEES, KEY EMPLOYEES, PHYSICIANS AND MANAGEMENT EMPLOYEES AT ALL LEVELS, ARE REQUIRED TO COMPLETE AN ANNUAL CONFLICT OF INTEREST DISCLOSURE FORM. THE LHS CORPORATE COMPLIANCE DEPARTMENT MONITORS AND REVIEWS EACH DISCLOSURE FOR COMPLIANCE WITH THE CONFLICT OF INTEREST THROUGH DISCLOSURE SOFTWARE, TRAINING, AND INDIVIDUAL REVIEWS WITH PHYSICIANS, KEY EMPLOYEES, AND MANAGERS, DEPENDING ON THE CONFLICT OF INTEREST A PERSON COULD BE ASKED TO NOT PARTICIPATE IN DECISIONS MADE ON BEHALF OF LAHEY HEALTH SYSTEMS, INC AND AFFILIATES; A PERSON MAY BE TOLD THEY CANNOT BE A PRINCIPAL INVESTIGATOR ON A RESEARCH STUDY; A PERSON MAY BE TOLD THEY CANNOT PERFORM THE TASK THAT CREATES THE CONFLICT; A PERSON COULD BE ASKED TO REMOVE THEMSELVES FROM A COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 INDEPENDENT MEMBERS OF THE BOARD OF TRUSTEES COMPRISE THE COMPENSATION COMMITTEE, THE COMMITTEE SETS THE COMPENSATION AND BENEFITS FOR THE CEO AND ALSO REVIEWS AND APPROVES RECOMMENDATIONS FOR THE COMPENSATION AND BENEFITS FOR DISQUALIFIED INDIVIDUALS AND OTHERS, THE COMMITTEE SEEKS THE ADVICE OF EXTERNAL COMPENSATION CONSULTANTS, COMPARABILITY DATA IS PROVIDED, ANALYZED, AND DOCUMENTED BY THE EXTERNAL CONSULTANTS. THE LAHEY SENIOR VP, CHIEF HR OFFICER PROVIDES THE COMMITTEE WITH ANY REQUESTED INFORMATION, THE COMMITTEE MET SEVERAL TIMES THIS YEAR. FORM 990, PART VI, SECTION B, LINE 14 LAHEY HEALTHY SYSTEM, INC. AND AFFILIATES HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY KNOWN AS THE "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS". THE REVISED "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS" POLICY WAS APPROVED BY THE MEDICAL PRACTICE AND UTILIZATION COMMITTEE ON JULY 26, 2012. FORM 990, PART VI, SECTION B, LINE 16B THE ORGANIZATION NEGOTIATES ARRGANEMENTS TO INCLUDE TERMS AND SAFEGUARDS TO ENSURE THAT THE ORGANIZATION'S EXEMPT STATUS IS PROTECTED. FROM A LEGAL PERSPECTIVE, IN-HOUSE LEGAL COUNSEL, WITH THE INPUT OF EXTERNAL LEGAL COUNSEL, REVIEWS ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. FROM A FINANCIAL PERSPECTIVE, FINANCE MANAGEMENT TEAM REVIEWS ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. BOTH REVIEWS TAKE PLACE BEFORE LAHEY HEALTH SYSTEM, INC. AND AFFILIATES ENTERS INTO ANY SUCH AGREEMENTS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION'S GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND OTHER COMPLIANCE POLICIES ARE MADE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE. IN ADDITION, THE ORGANIZATION PRESENTS FINANCIAL INFORMATION TO THE PUBLIC AS AN ATTACHMENT TO ITS MASSACHUSETTS OFFICE OF THE ATTORNEY GENERAL FORM PC. FORM 990, PART VI, SECTION B, LINE 14 LAHEY HEALTHY SYSTEM, INC. AND AFFILIATES HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY KNOWN AS THE "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS". THE REVISED "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS" POLICY WAS APPROVED BY THE MEDICAL PRACTICE AND UTILIZATION COMMITTEE ON JULY 26, 2012. FORM 990, PART VI, SECTION B, LINE 16B THE ORGANIZATION NEGOTIATES ARRGANEMENTS TO INCLUDE TERMS AND SAFEGUARDS TO ENSURE THAT THE ORGANIZATION'S EXEMPT STATUS IS PROTECTED. FROM A LEGAL PERSPECTIVE, IN-HOUSE LEGAL COUNSEL, WITH THE INPUT OF EXTERNAL LEGAL COUNSEL, REVIEWS ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. FROM A FINANCIAL PERSPECTIVE, FINANCE MANAGEMENT TEAM REVIEWS ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. BOTH REVIEWS TAKE PLACE BEFORE LAHEY HEALTH SYSTEM, INC. AND AFFILIATES ENTERS INTO ANY SUCH AGREEMENTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST, THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND OTHER COMPLIANCE POLICIES ARE MADE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE. IN ADDITION, THE ORGANIZATION PRESENTS FINANCIAL INFORMATION TO THE PUBLIC AS AN ATTACHMENT TO ITS MASSACHUSETTS OFFICE OF THE ATTORNEY GENERAL FORM PC. FORM 990, PART VI, LINE 14 LAHEY HEALTH SYSTEM, INC. AND AFFILIATES HAS A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY KNOWN AS THE "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS". THE REVISED "RETENTION OF ADMINISTRATIVE AND CLINICAL DOCUMENTS" POLICY WAS APPROVED BY THE MEDICAL PRACTICE AND UTILIZATION COMMITTEE ON JULY 26, 2012. FORM 990, PART VI, LINE 16 THE ORGANIZATION NEGOTIATES ARRANGEMENTS TO INCLUDE TERMS AND SAFEGUARDS TO ENSURE THAT THE ORGANIZATION'S EXEMPT STATUS IS PROTECTED. FROM A LEGAL PERSPECTIVE, IN-HOUSE LEGAL COUNSEL, WITH THE INPUT OF EXTERNAL LEGAL COUNSEL, REVIEWS ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. FROM A FINANCIAL PERSPECTIVE, LHS'S FINANCE MANAGEMENT TEAM REVIEWS ALL PROPOSED JOINT VENTURE AND PARTNERSHIP AGREEMENTS. BOTH REVIEWS TAKE PLACE BEFORE LAHEY HEALTH SYSTEM, INC. AND AFFILIATES ENTERS INTO ANY SUCH AGREEMENTS. FORM 990, PART XI, LINE 9: RELEASE OF TEMPORARILY RESTRICTED NET ASSETS -24,995. FORM 990, PART VII NORTHEAST PROFESSIONAL REGISTRY OF NURSES, INC. AND ITS RELATED ORGANIZATIONS DO NOT COMPENSATE ANY TRUSTEE IN THEIR CAPACITY AS A TRUSTEE. ALL COMPENSATION PAID IS FOR WORK PERFORMED IN THE EMPLOYEE'S JOB TITLE, WHICH IS LISTED ON FORM 990, PART VII DIRECTLY FOLLOWING THE TITLE OF "TRUSTEE". LAHEY HEALTH SYSTEM INC 41 MALL ROAD BURLINGTON MA 01805 611665701 SUPPORT MA 501(C)(3) 11C 0 LAHEY CLINIC FOUNDATION INC 41 MALL ROAD BURLINGTON MA 01805 042323457 SUPPORT MA 501(C)(3) 7 LHS 0 LAHEY CLINIC HOSPITAL INC 41 MALL ROAD BURLINGTON MA 01805 042704686 HEALTHCARE MA 501(C)(3) 3 LCF 0 LAHEY CLINIC INC 41 MALL ROAD BURLINGTON MA 01805 042704683 HEALTHCARE MA 501(C)(3) 9 LCF 0 LAHEY HEALTH SHARED SERVICES INC 41 MALL ROAD BURLINGTON MA 01805 043178972 ADMINISTRATIVE SUPPORT TO LHS AND AFFILIATES MA 501(C)(3) 9 LHS 0 LAHEY PHYSICIAN COMMUNITY ORGANIZATION 1 INC 41 MALL ROAD BURLINGTON MA 01805 472248298 HEALTHCARE MA 501(C) (3) 11A LHS 0 WINCHESTER HEALTHCARE MANAGEMENT INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 222701817 MANAGEMENT SERVICES MA 501(C) (3) 11A LHS 0 WINCHESTER HOSPITAL FOUNDATION INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 043399570 SUPPORT MA 501(C) (3) 11C WHM 0 WINCHESTER HOSPITAL 41 HIGHLAND AVENUE WINCHESTER MA 01890 042104434 HEALTHCARE MA 501(C) (3) 3 WHM 0 WINCHESTER COMMUNITY ACCOUNTABLE CARE ORGANIZATION INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 223137856 SURGERY CENTER MA 501(C) (3) 11A WHM 0 WINCHESTER HEALTHCARE INVESTMENTS INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 222701819 SUPPORT MA 501(C)(3) 11C WHM 0 VISITING NURSE ASSOCIATION OF MIDDLESEX-EAST INC 607 NORTH AVENUE WAKEFIELD MA 01880 046151873 HEALTHCARE MA 501(C)(3) 11A LHS 0 COMMUNITY CARE INC 607 NORTH AVENUE WAKEFIELD MA 01880 900396973 HEALTHCARE MA 501(C)(3) 11A LHS 0 NORTHEAST HOSPITAL CORPORATION 85 HERRICK ST BEVERLY MA 01915 042121317 HEALTHCARE MA 501(C)(3) 3 LHS 0 NORTHEAST MEDICAL PRACTICE 85 HERRICK ST BEVERLY MA 01915 043201853 HEALTHCARE MA 501(C)(3) 9 NHC CORP 0 NORTHEAST BEHAVIORAL HEALTH CORPORATION 199 ROSEWOOD DRIVE SUITE 250 DANVERS MA 01923 042777145 BEHAVIORAL HEALTHCARE MA 501(C)(3) 7 LHS 0 HES HOUSING SERVICES INC 199 ROSEWOOD DRIVE SUITE 250 DANVERS MA 01923 223232914 HUD HOUSING MA 501(C)(3) 9 NBH CORP 0 CAB HEALTH & RECOVERY SERVICES INC 199 ROSEWOOD DRIVE SUITE 250 DANVERS MA 01923 042400270 SUBSTANCE ABUSE MA 501(C)(3) 9 NBH CORP 0 NORTHEAST SENIOR HEALTH CORPORATION 85 HERRICK ST BEVERLY MA 01915 042731137 HEALTHCARE MA 501(C) (3) 9 LHS 0 SEACOAST NURSING & REHABILITATION CENTER INC 300 WASHINGTON STREET GLOUCESTER MA 01930 041305001 HEALTHCARE MA 501(C) (3) 9 LHS 0 ADDISON GILBERT SOCIETY INC 41 MALL ROAD BURLINGTON MA 01805 464371382 SUPPORT MA 501(C) (3) 11A LHS 0 NORTHEAST HEALTH SYSTEM INC 85 HERRICK ST BEVERLY MA 01915 043240453 SUPPORT MA 501(C) (3) 11C LHS 0 LAHEY CLINIC INSURANCE CO LTD PO BOX HM 2450 HAMILTON BD INSURANCE BD LHS INC C 0 WINCHESTER HEALTHCARE ENTERPRISES INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 042932059 HEALTHCARE VENTURES MA WHM INC C 0 WINCHESTER PHYSICIAN ASSOCIATES INC 41 HIGHLAND AVENUE WINCHESTER MA 01890 043262963 PHYSICIAN PRACTICES MA WHM INC C 0 NORTHEAST PROPIETARY CORPORATION 85 HERRICK STREET BEVERLY MA 01915 042855191 MEDICAL SERVICES MA NHS INC C 0 PERPETUAL TRUSTS (9) 41 MALL ROAD BURLINGTON MA 01805 SUPPORT MA SEE PART VII T 0 REMAINDER TRUSTS (19) 41 MALL ROAD BURLINGTON MA 01805 SUPPORT MA SEE PART VII T 0 POOLED INCOME FUNDS (3) 41 MALL ROAD BURLINGTON MA 01805 SUPPORT MA SEE PART VII T 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 1 1 FORM 990, SCHEDULE R, PART V THE LAHEY HEALTH SHARED SERVICES, INC. PHILANTHROPY DEPARTMENT CONDUCTS FUNDRAISING AND SOLICITATION EFFORTS ON BEHALF OF ALL ENTITIES WITHIN THE LAHEY HEALTH SYSTEM, INC. FAMILY OF ORGANIZATIONS, EXCEPT "WINCHESTER" AS LISTED IN IRS FORM 990, SCHEDULE R, PART II. THE WINCHESTER HOSPITAL FOUNDATION, INC. PHILANTHROPY DEPARTMENT CONDUCTS FUNDRAISING AND SOLICITATION EFFORTS ON BEHALF OF ALL ENTITIES WITHIN "WINCHESTER", ALSO LISTED IN IRS FORM 990, SCHEDULE R, PART II. LAHEY HEALTH SYSTEM, INC. AND ITS RELATED ORGANIZATIONS, LAHEY CLINIC FOUNDATION, INC. AND ITS RELATED ORGANIZATIONS, WINCHESTER HEALTHCARE MANAGEMENT, INC. AND ITS RELATED ORGANIZATIONS, NORTHEAST BEHAVIORAL HEALTH CORPORATION AND ITS RELATED ORGANIZATIONS, NORTHEAST SENIOR HEALTH CORPORATION AND ITS RELATED ORGANIZATION, NORTHEAST HEALTH SYSTEM, INC. AND ITS RELATED ORGANIZATION, AND NORTHEAST HOSPITAL CORPORATION AND ITS RELATED ORGANIZATION, PROVIDE VARIOUS CORPORATE AND OTHER SERVICES TO EACH OTHER. THE ORGANIZATIONS REIMBURSE EACH OTHER FOR EXPENSES INCURRED SUCH AS EMPLOYEE SALARIES AND BENEFITS, MATERIALS, SUPPLIES, UTILITIES, ETC. CASH IS TRANSFERRED BETWEEN THE ORGANIZATIONS. FORM 990, SCHEDULE R, PART IV LAHEY CLINIC FOUNDATION, INC., NORTHEAST HOSPITAL CORPORATION AND WINCHESTER HOSPITAL, RESPECTIVELY, HAVE FOUR, FOUR AND ONE PERPETUAL TRUSTS. THE PERPETUAL TRUSTS ARE DOMICILED IN MASSACHUSETTS, PENNSYLVANIA AND FLORIDA. LAHEY CLINIC FOUNDATION, INC. HAS NINETEEN REMAINDER TRUSTS. THE REMAINDER TRUSTS ARE DOMICILED IN MASSACHUSETTS, NEW HAMPSHIRE, WISCONSIN, AND NEW YORK. LAHEY CLINIC FOUNDATION, INC. HAS THREE POOLED INCOME FUNDS, DOMICILED IN MASSACHUSETTS.